Optimist Retirement Group LLC Spdr Portfolio Transaction History
Optimist Retirement Group LLC
- $222 Billion
- Q3 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optimist Retirement Group LLC holds 151,114 shares of SPYG stock, worth $13.5 Million. This represents 5.66% of its overall portfolio holdings.
Number of Shares
151,114
Previous 151,426
0.21%
Holding current value
$13.5 Million
Previous $12.1 Billion
3.29%
% of portfolio
5.66%
Previous 6.38%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.8 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.84 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.17 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$697 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$646 Million0.04% of portfolio